HCC
EFOR

Hirtle Callaghan & Co’s Everforth Inc EFOR Stock Holding History

Hirtle Callaghan & Co’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,215
Closed -$200K – 106
2022
Q3 		$200K Sell
2,215
-2,676
-55% -$260K 0.01% 102
2022
Q2 		$441K Sell
4,891
-1,420
-23% -$146K 0.03% 88
2022
Q1 		$737K Buy
6,311
+4,496
+248% +$510K 0.04% 71
2021
Q4 		$224K Buy
+1,815
New +$222K 0.01% 88

Other funds holding EFOR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hirtle Callaghan & Co's EFOR Position: Q4 2022 in Review

Hirtle Callaghan & Co sold out of Everforth Inc (EFOR) in Q4 2022, closing a stake of 2,215 shares — an estimated $200K sold.

Hirtle Callaghan & Co first reported a position in EFOR in Q4 2021 and held it in 4 quarters. The position peaked at $737K in Q1 2022. 270 funds tracked by Wall St. Rank hold EFOR as of Q4 2022.

  • Hirtle Callaghan & Co reported no remaining Everforth Inc position as of Q4 2022 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 2,215 Everforth Inc shares in Q4 2022, an estimated $200K.
  • Hirtle Callaghan & Co first reported a position in Everforth Inc in Q4 2021 and held it in 4 quarters.
  • Hirtle Callaghan & Co's Everforth Inc position peaked at $737K in Q1 2022.
  • 270 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2022, filed 14 Feb 2023.